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Sounds like something got stuck. You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

.... which is exactly what I did.   Spent over an hour doing the interview for both cash and non-cash donations, saved my file, shutdown the app, and came back two days later when I received the report from one charity and updated that one charity's cash donation to now include a monthly reoccurring donation, saved my file, shutdown the app.   The next day all I had was cash only entries.   All the non-cash entries were gone.

If TurboTax is rejecting your document number (driver's license), make sure you are using only alphanumeric characters, excluding spaces and special characters (e.g., remove any dashes, spaces or other extra or special characters).     You should be able to continue without entering a document ID Number. Select the option "I do not have a drivers license" if it is available.   For many state returns that ask for a Document ID Number, you can actually leave the document ID (8-10 alphanumeric characters) blank and select continue to move forward to e-file. Some States may require this number and you will have to print and mail your return instead. Click here for How do I file my return by mail? If you have additional questions regarding this, please return to TurboTax Community. We would be happy to help you.    

Step 11, you've mentioned no change in basis? The LLC holds a rental property and I think we would want a step up in basis on the property.  Another tax expert has mentioned it is possible to do a section 754 election.  Is this different than what you are referring to about change in basis or ...?  I'm thinking we should do a 754 election.  Does that sound correct?  Thanks for your input and for the detailed explanation you've already given.  

You should use "Other" as the category for box 14. There are other entries necessary to account for restricted stock unit (RSU) vesting and sales.   If you had restricted stock units that vested during the year, the value of them over what you may have paid for them would be listed on your W-2 form as taxable income. Normally, some of the shares are sold when you acquire them to pay social security and income tax due on the income recognized. Thus, you should receive a Form 1099-B reporting the sale of the stock. So, you need to report that as an investment sale in TurboTax in addition to entering your W-2 form.   It is possible the cost basis reported on your Form 1099-B will be incorrect, as it may not include the associated income that is reported on your W-2 form, so you may need to adjust the cost basis reported on the Form 1099-B.   If you divide the W-2 RSU income amount by the number of shares you received you will know what the ordinary income amount (discount) per share is. If you multiply that by the number of shares sold you will know what the discount amount is that you may need to reflect in the cost basis of the stock sale reported on your Form 1099-B.   When you enter the Form 1099-B in TurboTax, there will be a screen where you enter the sales proceeds and cost basis and you will see an option to indicate that the cost basis is incorrect or missing on the Form 1099-B. Check that box and on another screen, you can enter the correct cost basis or request that TurboTax assist you in determining what the correct cost basis is. If you only sold shares to pay taxes when you acquired the RSU's, your capital gain should be minimal, as the shares would have been sold at about the same time you acquired them. Consequently, your capital gain should be minimal.       

In the Retirement section, be sure you indicated whether you have a 1099-R or a CSA-1099-R.  If you retired early due to a disability, the income may be been taxable until you reached retirement age, then can become non-taxable.  Compare the Distribution Code in Box 7 on your 1099-R to previous years to see if this may apply to you this year.   If this does not apply, since  your form is marked 'taxable amount unknown' TurboTax will ask  if the total distribution was taxable in prior years. If you choose Yes, this may make the distribution taxable this year also.     Here's more info on Disability Pensions.   @Missgidgett                 

This post with a screenshot does show the Senior Deduction being shown under QBI, in Basic vs Deluxe editions. That might just be a display screen issue. Check your actual Schedule 1-A and 1040 line 13b. https://ttlc.intuit.com/community/taxes/discussion/2025-senior-deduction-under-the-obbb/01/3716229 For Online version you can preview the 1040 https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-filing/00/26160 See the 1040…….   n

My response is similar to the other user on this post, though I'm using Desktop.   1. I *did* have HDHP coverage for all of 2025.  TurboTax asked me whether I had HDHP 2025 coverage and I said "yes".  Then it asked about special situations (I have none).   2.  Then it asked what type of 2025 HDHP coverage and I selected "self only for every month".    Then it has me review my monthly coverage for 2024.  Is this because of the "last month" rule? [I did have HDHP all of 2024 too].   I just set every month to "Self Plan" and it seems happy...deducts my full contribution.  I just don't recall getting this question before when I've indicated full year coverage.   

Do you not see the option?  When you get to the screen that says, "Get your federal refund faster" and it gives the option of Fast deposit to Credit Karma or a bank account, select "No thanks". The next screen is "How would you like to receive your federal refund?" If you are eligible for the Refund Advance, you will see this as an option.   The Refund Advance is not available to everyone.    Here are a couple things to check: If you are using a TurboTax partner affiliate link to use the software, the Refund Advance will not be available. If you select the 5 Day Early Refund Delivery, you will not see the Refund Advance option, but you can return to the refund selection page and find all the options listed. See this resource for more information:  Offer details and disclosures for the Refund Advance  program   Refund Advance Eligibility Here are some of the eligibility requirements to qualify for a Refund Advance loan: You’re 18 or older Your expected federal refund amount is $500 or more You’re not a resident of North Carolina, Connecticut, or Illinois You’re e-filing your federal tax return with TurboTax Your physical address is listed on your tax return. Your address must be located in one of the eligible states and can’t be a PO box or prison address You’re not filing one of these tax forms: 1310, 4852, 4684, 4868, 1040SS, 1040PR, 1040X, 8888, or 8862 You aren’t filing on behalf of a deceased taxpayer You must report income on a Form W-2, 1099-R, or Sched C You must open or have an existing Credit Karma Money™ checking account

Tried manually doing update per instructions but still showing Home Energy Credits as Available Soon -  Have gotten several email say available but this is still not working.  I have seen that it is supposedly working in on=line software but not downloaded version.  WTH?  are you telling me I should not have purchased this Turbotax product?  Poor Service and support.  I was hung up on when I called.  Think I am motivated to use Turbotax next year?  I have used this since it first came out but will look elsewhere going forward.